See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,107 | $105,860-92.3% | $90,749-91.1% | $134,475-94.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -18.25% | -11.01%-7.2pp | -12.16%-6.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,485 | $3,462-28.2% | $2,921-14.9% | $4,740-47.6% |
| Participant deferral / active EE | $2,662 | $5,216-49.0% | $4,564-41.7% | $6,400-58.4% |
| Admin fee / account holder | $121 | $13,938-99.1% | $8,445-98.6% | $11,426-98.9% |